See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 25 · EIN 13-5570651 | Directed Trustee | $4,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,565 | $56,485-35.3% | $185,823-80.3% | $86,799-57.9% |
| Participation rate | 48.6% | 65.5%-16.9pp | 81.7%-33.1pp | 72.3%-23.7pp |
| Annual return | 11.25% | 118.04%-106.8pp | 122.05%-110.8pp | 97.91%-86.7pp |
| Employer contribution / active EE | $772 | $1,843-58.1% | $5,167-85.1% | $2,405-67.9% |
| Participant deferral / active EE | $1,030 | $2,553-59.6% | $5,568-81.5% | $4,131-75.1% |
| Admin fee / account holder | $10 | $150-93.6% | $16,237-99.9% | $170-94.4% |